WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs HSBC ELSS Tax saver Fund compare

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tortoise-icon WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

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tortoise-icon HSBC ELSS Tax saver Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth HSBC ELSS Tax saver Fund - Regular Growth
Fund WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth HSBC ELSS Tax saver Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹293 Cr ₹4253 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 14 Oct 2022 27 Feb 2006
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 0.0% 70%
Expense Ratio 2.33 1.89
Manager Piyush Baranwal Gautam Bhupal
ISIN Code INF03VN01647 INF677K01064
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth HSBC ELSS Tax saver Fund - Regular Growth
1 Month 4.03% 5.16%
6 Month 9.85% 6.44%
1 Year 28.55% 33.79%
3 Year - 19.44%
5 Year - 19.54%

SIP Return Analysis

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth HSBC ELSS Tax saver Fund - Regular Growth
6 Month - -
1 Year 26.48% 26.78%
3 Year - 28.15%
5 Year - 24.39%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth HSBC ELSS Tax saver Fund - Regular Growth
1 Year 41.12% 13.57%
3 Year - 14.07%
5 Year - 13.1%

Risk Management

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth HSBC ELSS Tax saver Fund - Regular Growth
Standard Deviation 4.98% 12.97%
Sharp - 1.02%
Beta - 0.93%
Alpha - 1.15%

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Fund Managers

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth HSBC ELSS Tax saver Fund - Regular Growth
Name Piyush Baranwal Gautam Bhupal
Total AUM ₹5379 Cr ₹25949 Cr
Fund Manage 9 13
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth HSBC ELSS Tax saver Fund - Regular Growth

Market Cap

Scheme Name

WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

HSBC ELSS Tax saver Fund - Regular Growth

Others 3.76 2.78
Small Cap 35.91 22.85
Large Cap 43.84 51.84
Mid Cap 16.49 22.53

Sector Allocation

Scheme Name

WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

HSBC ELSS Tax saver Fund - Regular Growth

Others 3.76 0.76
Realty 0.75 -
Petroleum Products 1.48 -
IT - Software 6.8 -
Pharmaceuticals & Biotechnology 5.9 -
Construction 2.41 9.39
Retailing 6.72 -
Finance 7.16 -
Electrical Equipment 4.98 -
Agricultural Food & other Products 0.09 -
Non - Ferrous Metals 0.38 -
Banks 13.61 -
Healthcare Services 2.04 -
Chemicals & Petrochemicals 1.79 -
Transport Services 1.21 -
Cement & Cement Products 0.92 -
Ferrous Metals 0.85 -
Consumer Durables 3.57 -
Leisure Services 1.14 -
Personal Products 1.62 -
Food Products 2.15 -
Industrial Products 4.23 -
Automobiles 2.09 -
Insurance 2.17 -
Beverages 0.73 -
Healthcare Equipment & Supplies 1.43 -
IT - Services 1.37 -
Aerospace & Defense 1.05 -
Oil 0.86 -
Textiles & Apparels 0.6 -
Auto Components 1.9 -
Capital Markets 9.03 -
Commercial Services & Supplies 0.66 -
Telecom - Services 2.31 -
Financial Technology (Fintech) 0.64 -
Diversified FMCG 0.28 -
Household Products 1.03 -
Entertainment 0.29 -
Energy - 7.84
Capital Goods - 19.87
Technology - 7.59
Consumer Staples - 2.67
Automobile - 6.11
Healthcare - 4.62
Financial - 22.44
Services - 5.57
Consumer Discretionary - 5.74
Metals & Mining - 3.9
Materials - 1.25
Communication - 1.62
Chemicals - 0.63

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